Carlo CocuzziAI Expert, Pod Cast Host, Real Estate Investor and Funding Specialist

"ANTHROPIC IS SMOKING THEIR OWN SUPPLY"

1 Sept 2026 · 1 min

Watch on YouTube

1:04

Carlo Cocuzzi argues Anthropic is shifting strategy from maximizing revenue-per-token through enterprise code generation to using tokens for recursive self-improvement. The speaker claims self-improvement yields higher dollar-per-token value, so Anthropic may be consuming its own output to build better models.

Chapters

We've talked on the pod in the past about how Anthropic has been revenue per token maxing, and that's why Anthropic has been conspicuously avoiding image generation or video generation because they're just not that economically valuable. Well, I think that the past few days suggest there is actually a new way to revenue per token max, and that's not just focusing on codegen and enterprise use cases, but there's one thing maybe that's even more valuable on a revenue per token basis. Dollar for dollar. And that is using the models to recursively self-improve to develop better models is a higher future projected value. You know, you could do a cash flow value analysis that developing a stronger model is probably on a per-token basis even more valuable than cogent. If that is indeed the case, if RSI is more valuable per token than like enterprise cogent, this Anthropic approach of revenue per token maxing, just expect more and more and more tokens to be spent on RSI and not on enterprise cogent. Anthropic is smoking their supply, so to speak. They're their own best customer.